A bit risky for me as I do not like an industry with such small margins and such a large amount of government regulation; that being said, [UnitedHealth] is the dominant player in the industry and past growth has been solid. I think any Medicare Advantage cuts will be more than offset by added customers under the PPACA. Additionally, acquisitions will be huge in years to come and as such a giant, [UnitedHealth] has a huge advantage. They are also expanding into the Medicaid realm, which will play out nicely when Obamacare kicks in.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.